The Practice Support Group is a monthly coaching and community space designed for the practice managers, sales assistants, and paraplanners who keep financial advisory firms running smoothly. In each session, you’ll connect with peers who understand the challenges of working behind the scenes, gain practical tools to streamline operations, and build the confidence to elevate your role as a strategic partner.

This is your place to learn, share, and grow. When the support team is strong, the whole practice succeeds.

Please note: Be sure to enter the team member's name and email in the registration.There's a separate spot for the advisor's name and email address under the password field.